DAVID ELLIS News & Analysis

The Commonwealth Bank has better times ahead, says Morningstar's David Ellis, who predicts a strong recovery in earnings, which will flow through to...

CBA's strong balance sheet and market hegemony are enough to dispel a poor third quarter, says Morningstar's David Ellis, who retains an upbeat...

National Australia Bank’s first half fiscal 2019 cash earnings of $3 billion mildly disappointed, falling 5 per cent below our forecast. 

Australian and New Zealand Banking Group’s first-half fiscal 2019 result beat our expectations due primarily to lower operating costs. 

The RBA warns some homeowners could face negative equity this year, which could further cut into household consumption and burden the economy –...

Despite Hayne fallout and other short-term pressures, three of the big four remain undervalued and dividends are solid, says Morningstar’s...

Commonwealth Bank delivered a "messy" and slightly disappointing result for 1H18 amid slowing loan growth and weaker house prices, but the long-term...

Suncorp remains attractive from an income perspective, despite posting a 1.5 per cent drop in full-year profit, says Morningstar analyst David...

Westpac is likely to be the first among the big four to lift its home loan interest rates as pressure builds, according to Morningstar's bank...

The Commonwealth Bank's demerger of its wealth management and mortgage-broking businesses should be a positive for the embattled lender and allow it...